Record client contacts

This page displays the client’s contact details. These are the same details as can be found on the Contact’s Contact page. If a change is made on the Client’s contact details these will be reflected on the Contact’s details page.

The details that are shown on the page are dependent on whether the client is an individual or an organisation.

FIELD	DESCRIPTION	APPLIES TO
Name	The Contact’s full name. This can be different to the engagement name on the Client Details page.	Both
Title	The person’s title For example, Mr, Mrs etc.	Person
Initials	The person’s initials.	Person
Surname	The surname of the individual. This is also referred to as the short name in client and contact searches.	Person
Short Name	Element of the contact’s name that will be used when performing a client/contact search.	Organisation
Suffix	Any suffix that needs to be applied to the person. For example, MBE	Person
Salutation	How the person is to be addressed.	Person
Forenames	Any forenames of the person.	Person
Known As	The name that the person is known as if different to their forename.	Person
Preferred Contact	Displays the name of the preferred contact. Click the preferred contacts name to display their contact details.	Both
Cont Code	A code that can be given to the contact for reporting purposes.	Both
Address	The contact address for the contact. In the case of a person this should be the person’s home address or left blank if any correspondence will be sent to the preferred contact address.	Both
Town/ City	The Town/ City element of the address.	Both
County	The county element of the address.	Both
Postcode	The postcode of the address.	Both
Country	The country element of the address. This is a category controlled list within Categories etc.	Both
Telephone	The contact telephone number.	Both
Mobile	The contact mobile phone number.	Both
Fax	The fax number for the contact.	Both
Modem	A modem number.	Both
Docex	The document exchange number.	Both
Email	The contact email address. This must be in a valid email address format.	Both
Web	The URL of the contact web page.	Both
Gov Code	The governance code of the contact.	Both
Include In Mailing	A check box to indicate whether this contact should receive mailings from the mail merge facility. If this is unticked the contact will not appear in mail merges.	Person

Click Apply to confirm any changes.

The Undo button will undo the most recent change as long as the Apply button has not been used.